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Sponsor portfolioTH

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

EIN 04-2103594-higher education-Latest filing 2025
Plans
7
Retirement
2
$13.61B assets
Welfare
5
$9.3M premiums
Participants
110,607
77 MASSACHUSETTS AVENUE, NE49-4000 - CAMBRIDGE, MA 02139617-253-2734designx.mit.eduLinkedIn5001-10000 employeeshigher education
Plans on this EIN
7 filings
#005401k-$7.72B - 27,457 part#002CashBalance-$5.89B - 30,211 part#505Mixed-$6.3M - 18,594 lives#527Fully Insured-$1.8M - 2,119 lives#507Mixed-$1.2M - 1,187 lives#502Fully Insured-$25K - 14,549 lives#512Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $13.61B assets / 57,668 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • TECHNOLOGY SUPPLEMENTAL 401(K) (#005)57%
  • BASIC RETIREMENT PLAN (#002)43%
Total $13.61BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
57%top
  • (Not disclosed)57%
  • HEDGESERV CAYMAN LTD43%
Total $13.61BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BASIC RETIREMENT PLAN (#002)30,211
  • TECHNOLOGY SUPPLEMENTAL 401(K) (#005)27,457
Total 57,668Click row to drill in

Benefits portfolio analytics

5 plans / $9.3M premiums / 36,449 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$518K
  • Life$482K
Total $1.2M2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
42%top
  • TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC.42%
  • METROPOLITAN LIFE INSURANCE COMPANY39%
  • BLUE CROSS OF CALIFORNIA18%
Total $1.2M3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

MASSACHUSETTS INSTITUTE OF TECHNOLOGY SUPPLEMENTAL 401(K) PLAN

401k

Assets$7.72B
Participants27,457
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MASSACHUSETTS INSTITUTE OF TECHNOLOGY BASIC RETIREMENT PLAN

CashBalance

Assets$5.89B
Participants30,211
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

HEALTH AND WELFARE PLAN FOR EMPLOYEES OF MIT

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$6.3M
Covered lives18,594
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#527

MIT RETIREE DENTAL

Fully Insured - DELTA DENTAL OF MASSACHUSETTS

Premiums$1.8M
Covered lives2,119
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

MASSACHUSETTS INSTITUTE OF TECHNOLOGY RETIREE WELFARE BENEFIT PLAN

Mixed - TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC.

Premiums$1.2M
Covered lives1,187
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

TRAVEL ACCIDENT PLAN FOR MIT EMPLOYEES

Fully Insured - FEDERAL INSURANCE COMPANY

Premiums$25K
Covered lives14,549
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512

MASSACHUSETTS INSTITUTE OF TECHNOLOGY LONG TERM DISABILITY

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005MASSACHUSETTS INSTITUTE OF TECHNOLOGY SUPPLEMENTAL 401(K) PLAN401k$7.72B27,4572024
002MASSACHUSETTS INSTITUTE OF TECHNOLOGY BASIC RETIREMENT PLANCashBalance$5.89B30,2112024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
505HEALTH AND WELFARE PLAN FOR EMPLOYEES OF MITMixedMETROPOLITAN LIFE INSURANCE COMPANY$6.3M18,5942024
527MIT RETIREE DENTALFully InsuredDELTA DENTAL OF MASSACHUSETTS$1.8M2,1192024
507MASSACHUSETTS INSTITUTE OF TECHNOLOGY RETIREE WELFARE BENEFIT PLANMixedTUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC.$1.2M1,1872025
502TRAVEL ACCIDENT PLAN FOR MIT EMPLOYEESFully InsuredFEDERAL INSURANCE COMPANY$25K14,5492024
512MASSACHUSETTS INSTITUTE OF TECHNOLOGY LONG TERM DISABILITYSelf Funded-$002025
Retirement plans
Welfare plans
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